DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 400 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,567,551 | -26.8% | 209,401 | -25.7% | 0.01% | -27.3% |
| Q2 2023 | $13,072,957 | -2.7% | 281,805 | -6.7% | 0.01% | -8.3% |
| Q1 2023 | $13,440,981 | +5.2% | 302,045 | +3.9% | 0.01% | 0.0% |
| Q4 2022 | $12,778,585 | +22.5% | 290,754 | +8.6% | 0.01% | +9.1% |
| Q3 2022 | $10,429,000 | +6.0% | 267,623 | +9.4% | 0.01% | +10.0% |
| Q2 2022 | $9,841,000 | -20.1% | 244,691 | -7.5% | 0.01% | 0.0% |
| Q1 2022 | $12,320,000 | +102.1% | 264,499 | +106.2% | 0.01% | +100.0% |
| Q4 2021 | $6,095,000 | +241.3% | 128,264 | +219.0% | 0.01% | +150.0% |
| Q3 2021 | $1,786,000 | -7.9% | 40,214 | -7.1% | 0.00% | 0.0% |
| Q2 2021 | $1,940,000 | – | 43,297 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abacus Wealth Partners, LLC | 1,804,740 | $80,130,461 | 29.51% |
| Hill Investment Group Partners, LLC | 777,467 | $34,519,519 | 22.32% |
| Willow Creek Wealth Management Inc. | 1,525,204 | $67,719,000 | 15.00% |
| Merriman Wealth Management, LLC | 3,130,842 | $139,009,000 | 11.56% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 11,796,374 | $523,759,000 | 10.73% |
| TFC Financial Management, Inc. | 575,781 | $25,565,000 | 8.48% |
| PBMares Wealth Management LLC | 369,163 | $16,391,000 | 7.81% |
| SAX WEALTH ADVISORS, LLC | 725,347 | $32,205,000 | 7.64% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,300,743 | $57,752,975,000 | 7.36% |
| Radnor Financial Advisors, LLC | 416,480 | $18,492,000 | 6.67% |